✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in Santa Venetia California

9 positions found

Junior Collector
✦ New
Salary not disclosed
La Habra, CA 11 hours ago
Direct Hire Opportunity! 

A growing healthcare organization is seeking an experienced Junior Collector to join their Revenue Cycle team in Irvine. This role focuses on insurance A/R follow-up, working aged accounts, and supporting collectors with appeals and documentation. The ideal candidate is detail-oriented, collaborative, and experienced in payer-focused collections.
Enjoy a supportive team environment with regular celebrations, plus provided lunches and snacks.

Pay Rate: $23.00-$29.00/hr. 
Shift: Monday – Friday / 7:00AM – 4:00PM
City: Irvine, CA

Junior Collector Job Requirements:
  • Minimum 1+ year of experience in medical billing, A/R follow-up, or revenue cycle management

  • Strong understanding of EOBs, denial codes, and payer guidelines (HMO, PPO, Medi-Medi)

  • Experience with insurance collections (payer-focused, not patient collections)

  • Excellent communication and teamwork skills

  • Strong attention to detail and time management

Referral Bonus:
  • Referrals really pay off! Do you know of someone in healthcare looking for work? Refer them to MediQuest and earn up to $500 per referral depending on the type of position they accept!
  • No limit to the number of referrals you provide, or the amount of money you can earn! Anyone can earn a referral bonus, not just MediQuest Candidates!
  • Restrictions apply, please contact your local MediQuest Representative for more details.


Reference Job# 311422

PandoLogic. Keywords: Collection Specialist, Location: La Habra, CA - 90631
permanent
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Loan Sales Specialist
Salary not disclosed
Maywood, CA 2 days ago

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

Target base salary range is $19-$22.50, which is based on   various factors   including skills and work experience. In addition to base salary, this role is eligible for a competitive   additional   compensation program that is based on individual and company performance.  

In the Role

  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:   

  • High School Diploma or GED      

Preferred:

  • Sales, Collections or Customer Service experience    
  • Bilingual - Spanish    

Location: On site    

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.     

Who we Are  

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: 

  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
  • Up to 4% matching 401(k)
  • Employee Stock Purchase Plan (10% share discount)
  • Tuition reimbursement
  • Paid time off (15 days’ vacation per year, prorated based on start date)
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)
  • 11 Paid holidays (4 floating holidays, prorated based on start date)
  • Paid volunteer time (3 days per year, prorated based on start date) 

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.  

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.   

At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.  

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee   

permanent
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Personal Loan Consultant
🏢 OneMain Financial
Salary not disclosed
Montebello, CA 2 days ago

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

Target base salary range is $19-$22.50, which is based on   various factors   including skills and work experience. In addition to base salary, this role is eligible for a competitive   additional   compensation program that is based on individual and company performance.  

In the Role

  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:   

  • High School Diploma or GED      

Preferred:

  • Sales, Collections or Customer Service experience    
  • Bilingual - Spanish    

Location: On site    

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.     

Who we Are  

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: 

  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
  • Up to 4% matching 401(k)
  • Employee Stock Purchase Plan (10% share discount)
  • Tuition reimbursement
  • Paid time off (15 days’ vacation per year, prorated based on start date)
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)
  • 11 Paid holidays (4 floating holidays, prorated based on start date)
  • Paid volunteer time (3 days per year, prorated based on start date) 

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.  

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.   

At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.  

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee   

permanent
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Insurance Fraud Investigator (LOS ANGELES)
🏢 Usaa
Salary not disclosed
Los angeles, CA 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.

This position is remote eligible. However, you must currently live in California.

What you'll do:

  • Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

  • Participates in the development of fraud prevention strategies.

  • Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

  • Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

  • Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

  • Makes recommendations within defined authority guidelines.

  • Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

  • Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

  • May serve as a resource team member on specific matters through demonstrated skill or training.

  • Assists with the delivery of fraud awareness training initiatives in a defined environment.

  • Handles CAT duty responsibilities as business requires.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:
  • Minimum High School Diploma or General Equivalency Diploma (GED).

  • 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

  • Proven investigatory skills.

  • Experience obtaining statements from various parties to incidents, witnesses, and suspects.

  • Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

  • Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

  • Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

  • Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

What sets you apart:
  • SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.

  • Strong multi-line SIU experience

  •  Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
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Controller
Salary not disclosed
Whittier, CA 3 days ago

Controller

Location: North Orange County, CA | Fully Onsite

Compensation: $150,000–$160,000 base + bonus

 

Must hold active CPA in California

 

We are partnering with a stable, profitable manufacturing company to hire a hands-on Controller. This role works closely with a long-tenured CFO and leads all accounting operations across multiple facilities.

 

Key Responsibilities

  • Lead monthly, quarterly, and annual close in full GAAP compliance
  • Maintain strong internal controls and oversee audits and tax compliance
  • Manage manufacturing cost accounting, inventory, and variance analysis
  • Support budgeting, forecasting, and financial analysis
  • Partner with operations to improve margins and processes
  • Lead and develop an accounting team (3–5 direct reports)
  • Support ERP systems and continuous improvement initiatives

 

Required Qualifications

  • Active CPA license in California (required)
  • Bachelor’s degree in Accounting or Finance
  • Strong GAAP accounting and internal controls experience
  • Manufacturing industry background (highly preferred)
  • Proven team leadership and management experience
  • Stable job history with long-term tenure
  • ERP experience (NetSuite, SAP, Oracle, or similar)
  • Comfortable wearing many hats in a hands-on environment

 

Why This Role

  • Long-term leadership opportunity
  • Stable and profitable manufacturing environment
  • High visibility role working directly with the CFO
  • Competitive base salary, bonus, and full benefits
PandoLogic. Keywords: Financial Controller, Location: Whittier, CA - 90602
permanent
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Financial Tips Evaluator (Remote)
$29 per hour - monthly

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.


Remote working/work at home options are available for this role.
temporary
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Enrolled Agent
🏢 Advantex Professional Services
Salary not disclosed
La Habra, CA 1 week ago

Junior Tax Advisor (Enrolled Agent – EA)

Location: Irvine, CA (Onsite)

 

Compensation: $72,000–$80,000 base + monthly bonus

 

Great opportunity for an entry level EA with their enrolled agent certification. Great company culture, benefits and growth potential. 

 

Overview

  • Junior-level tax resolution role supporting clients with IRS matters
  • Client-facing position managing assigned cases from start to resolution
  • Onsite role in a fast-paced, team-based environment

 

Key Responsibilities

  • Manage a small portfolio of complex tax resolution cases
  • Serve as main point of contact for assigned clients
  • Review financials, IRS notices, and compliance gaps
  • Request, collect, and review client documentation
  • Prepare resolution packages, including Offers in Compromise
  • Partner with Tax Professionals and Tax Preparers
  • Explain options, timelines, and next steps to clients
  • Maintain clear and accurate case notes in the system
  • Flag risks, issues, and items needing escalation

 

Requirements

  • Active Enrolled Agent (EA) certification required
  • 1+ year experience in tax resolution or EA role
  • Experience with IRS collections and complex cases
  • Solid understanding of IRS procedures
  • Strong written and verbal communication skills
  • Highly organized with strong time management
  • Comfortable handling multiple cases at once
  • Experience using CRM or case management tools
PandoLogic. Keywords: Tax Preparer, Location: La Habra, CA - 90631
permanent
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VP of Finance
🏢 Jobot
Salary not disclosed
Bellflower 2 weeks ago
Fast Growing Hospitality Brand This Jobot Job is hosted by: Milan Kacar Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $175,000
- $225,000 per year A bit about us: Growing Restaurant Brand in Bellflower Why join us? 2 week vacation Full Healthcare Coverage Ongoing Career growth Opportunities 10+ holidays.

35% Bonus Job Details The VP of Finance will direct and oversee the financial activities, direct the preparation of current financial reports and summaries, and create forecasts predicting future growth.

Will oversee Accounting department, budget preparation, and audit functions.

Works with other department heads to monitor each department and make recommendations.

Duties/Responsibilities: Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports.

Compares sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets.

Reviews planning process and suggests improvements to current methods.

Analyzes operations to identify areas in need of reorganization, downsizing, or elimination.

Works with the President and other executives to coordinate planning and establish priorities for the planning process.

Studies long-range economic trends and projects their impact on future growth in sales and market share.

Identifies opportunities for expansion into new product areas.

Oversees investment of funds and works with investment bankers to raise additional capital required for expansion Education and Experience: Master’s degree in Business Administration, Accounting, or Finance required.

Certified Public Accountant designation preferred.

Eight to ten years of experience in financial management required.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
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Compliance Officer
🏢 Jobot
Salary not disclosed
Lakewood 2 weeks ago
Compliance Officer need for well-established California bank that has been in operation for over 100 years This Jobot Job is hosted by: Joseph Calabrese Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $120,000
- $190,000 per year A bit about us: Compliance Officer with regional banking experience need for well-established California bank that has been in operation for over 100 years Why join us? Leverage the latest Network technologies Strong benefits (M,D,V, and 401k) Profit sharing contribution Flexible work environment Extra paycheck at Christmas Job Details Essential Duties Supports the Chief Compliance Officer and the Bank in evolving and strengthening the compliance program in all areas of the program and where support is needed.

Monitors federal and state banking laws, regulations and compliance topics to provide support and assistance to the key business stakeholders to assess applicability and impact, so that the Bank can proactively address requirements.

Primary areas of support and coverage will include but not limited to corporate safety and soundness requirements related to Regulation O, Regulation W, Regulation H, Regulation Y, Bribery Act and Foreign Corrupt Practices Act, Experience with developing compliance monitoring and testing programs, reporting and tracking remedial actions plans with business units.

Coordinates the creation, review, and implementation of policies and procedures resulting from new laws and regulations and supports the Bank’s policy governance and change management process.

Proactively provides advice and guidance to business unit management on key compliance topics related to interpretation of regulations, new or changes to products and services, review of policies and procedures, remedial actions for self-identified issues and/or compliance testing and monitoring, and breach of policy or regulations.

Responsible for developing periodic written compliance reports to share with Board, executives and business unit management regarding key compliance issues identified.

Work with key stakeholders to identify remediation plans for noncompliance situations and monitoring for completion Stays abreast of changes in banking laws and regulations, industry and regulatory trends, and best practices and keeping peers and business partners informed of relevant information.

Reviews customer complaints to assess compliance with federal regulations and laws and conducts root cause analysis.

This role is to support management and to enhance the Bank’s compliance management system that aligns to the Bank’s ERM standards and includes risk assessments on key regulations, compliance monitoring and testing, training to business units, marketing and disclosure review, policy and procedure management, complaints program, internal and external reporting, change management, breach management, and exam management.

While the job description of this role is the primary function, there may be other compliance areas that may require additional oversight as deemed necessary by the Chief Compliance Officer, and the individual must have experience or capability to learn and obtain the expertise to support the activities required.

Education and Experience Bachelor’s Degree is required Working experience in a regional banking organization (RBO) is required.

10+ years of compliance experience and familiarity with risk management requirements of an RBO Must have experience with Regulation O, Regulation W, Regulation H, Regulation Y Industry accreditation is preferred, e.g., CRCM.

Strong working knowledge of banking products, operations, structure and/or lending practices Extensive knowledge of state and federal banking laws and regulations The ability to work independently, deal professionally and effectively with peers and superiors is essential, and strong written and oral communications skills.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
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